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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,285 | $109,967-51.5% | $97,197-45.2% | $145,877-63.5% |
| Participation rate | 85.0% | 76.0%+9.0pp | 72.7%+12.3pp | 80.3%+4.7pp |
| Annual return | 10.30% | 244.27%-234.0pp | 75.47%-65.2pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,968 | $3,077-3.5% | $2,723+9.0% | $4,663-36.3% |
| Participant deferral / active EE | $1,296 | $4,676-72.3% | $4,263-69.6% | $6,691-80.6% |
| Admin fee / account holder | $479 | $6,199-92.3% | $5,637-91.5% | $13,402-96.4% |